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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,356 | $111,830+236.5% | $93,696+301.7% | $145,884+158.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 15.66% | 204.08%-188.4pp | 133.74%-118.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,979 | $3,093-3.7% | $2,422+23.0% | $4,662-36.1% |
| Participant deferral / active EE | $7,100 | $4,920+44.3% | $4,417+60.8% | $6,690+6.1% |
| Admin fee / account holder | $278,761 | $10,249+2619.9% | $8,287+3264.0% | $13,392+1981.6% |